AEW CAPITAL MANAGEMENT L P
CIK 1046187
13F filing for Q2 2026・No. 1,849
- Holdings
- US$1.67B
- Quarter change
- +US$295.41M
- Entries
- 77
- Net bought (estimate)
- +US$127M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 3
- Cut 9
- Added 28
- Corporate actions 0
- Unchanged 0
Largest holdings
39 stocks worth US$1.67B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WELLTOWER INCCOM | Added | 1,153,905 | US$261.9M | 15.65% |
| PLDPROLOGIS INC.COM | Added | 1,065,766 | US$144.38M | 8.63% |
| EQIXEQUINIX INCCOM | Added | 119,595 | US$124.66M | 7.45% |
| AVBAVALONBAY CMNTYS INCCOM | Added | 565,293 | US$106.67M | 6.37% |
| SPGSIMON PPTY GROUP INC NEWCOM | Added | 417,753 | US$93.43M | 5.58% |
| ESSESSEX PPTY TR INCCOM | Added | 313,787 | US$91.5M | 5.47% |
| CUBECUBESMARTCOM | Added | 2,292,708 | US$91.18M | 5.45% |
| DLRDIGITAL RLTY TR INCCOM | Added | 497,583 | US$89.36M | 5.34% |
| BRXBRIXMOR PPTY GROUP INCCOM | Added | 2,387,114 | US$75.27M | 4.50% |
| HIGHWOODS PPTYS INCCOM | Added | 2,399,904 | US$72.38M | 4.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.